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Friday 21 June 2024
Weikeng upbeat about automotive, AI chips
IC distributor Weikeng Industrial has expressed optimism about the mid-to-long-term demand for automotive and AI device applications, estimating that supply chain inventory correction...
Thursday 20 June 2024
Samsung Foundry raises HPC-related sales target by 2028
Samsung Electronics recently disclosed its foundry technology roadmap at the Samsung Foundry Forum 2024 in Silicon Valley.
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Monday 17 June 2024
Samsung prioritizes improving existing advanced processes and explores IDM advantage
Leapfrogging is no longer on Samsung's agenda at least temporarily.
Friday 14 June 2024
Beijing municipal government fund invests in AI chip developer Kunlunxin
Kunlunxin, a spin-off of Baidu's chip and architecture department, has just received investments from Beijing's Municipal AI Industry Investment Fund. It is the sixth AI-related investment...
Friday 14 June 2024
AI chip vendors approach OSATs for possible FOPLP support
Fan-out panel-level (FOPLP) packaging is gaining attention from semiconductor firms seeking extra capacity support, and two AI chip companies are in talks with OSATs about potential...
Thursday 13 June 2024
Rapidus anticipates achieving a US$6.4 bln revenue target by 2030
Rapidus chairman Tetsuro Higashi said the Japanese pure-play foundry that aims to mass-produce 2nm chips could achieve its revenue target 10 years earlier than planned, as the AI...
Wednesday 12 June 2024
Apple Intelligence to challenge rival AI ecosystems
Apple officially debuted its AI application ecosystem "Apple Intelligence" at the 2024 Worldwide Developers Conference (WWDC24), making it available to all its product lines at once...
Tuesday 11 June 2024
Nvidia's market cap soars over US$3 trillion, surpassing Apple to take no.2 spot globally
At the closing of the NASDAQ on June 5, Nvidia's stock price surged by 5.16%, reaching a historic high of US$1,224.4, pushing the company's total market cap past the US$3 trillion...
Friday 7 June 2024
Intel forming alliances to combat Nvidia; setting up for Gaudi 3 and AI development tools
While Computex 2024 in Taiwan is taking up all the spotlight, Intel hosted the Intel AI Summit 2024 in South Korea.
Thursday 6 June 2024
Taiwan's GenAI ecosystem unrivaled for next decade, says former tech minister
Taiwan boasts a comprehensive Generative AI (GenAI) ecosystem, with deep deployments in AI chips, packaging, and heat dissipation technologies, and no other place in the world is...
Wednesday 5 June 2024
Semiconductor foundry utilization rates seen higher than 80% in 2H24, thanks to AI boom
Driven by the Artificial Intelligence (AI) fervor, semiconductor foundry utilization rates are recovering worldwide. Industry sources in South Korea say that the average global semiconductor...
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain...